December 2014 - Creative Edge

Please join me in welcoming Don Spini as a new employee and teammate at CreativeOne. Don will assume the role of Executive Vice President of Annuity Distribution. He will work closely with the CreativeOne ownership team in the direct annuity channel. Don will be working hands-on with our sales teams in Leawood, KS, Tempe, AZ… Read More

It’s 2:00 a.m. and you wake up in a panic. Your bags are packed, and you’re leaving on vacation in a few hours. You prepared your staff to run your financial services practice in your absence, but it just occurred to you that you forgot to communicate a few mission-critical tasks. You could type out… Read More

Smart Money. Having flexible money available when you need it is important. Permanent life insurance is often overlooked as a solution to grow assets and provide clients access to death benefits for living needs. The versatility of permanent solutions can provide: 1. Death benefit protection – which is generally income tax-free proceeds could help a family continue,… Read More

Exciting new index interest crediting strategy AVAILABLE DECEMBER 1, 2014 for the Power Select Plus Income℠ and Power Select Builder℠ Index Annuities – don’t forget to complete your NAIC product training. If you have not had the chance to complete the new Power Select Plus Income℠ and Power Select Builder℠ index annuities NAIC training requirement… Read More

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The content of this site is offered to CreativeOne producers without additional charge due to their contracted status with CreativeOne . The information provided herein is the exclusive property of CreativeOne and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Broker-Dealer and Investment Advisor services provided by Client One Securities LLC, Member FINRA/SIPC. Client One Securities is a wholly owned subsidiary of CreativeOne.